B.O.S.S. Retirement Advisors, LLC ELEVATION SERIES TRUST Transaction History

B.O.S.S. Retirement Advisors, LLC

  • $398 Billion
  • Q2 2025
Number of Shares
69,908
Previous 68,987 1.34%
Holding current value
$1.78 Billion
Previous $1.72 Billion 3.7%
% of portfolio
0.45%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
N/A
921 Added 1.34%
69,908 $1.78 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
870 Added 1.28%
68,987 $1.72 Billion
Q4 2024

Jan 21, 2025
BUY
N/A
2,419 Added 3.68%
68,117 $1.68 Billion
Q3 2024

Oct 16, 2024
BUY
N/A
65,698 New
65,698 $1.66 Billion
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